Investment Summary |
|
|---|---|
| Date | 2014-07-29 |
| Target | Green Bank |
| Sector | Financial Services |
| Sellers(s) |
Belvedere Capital Partners
TRC Capital Partners Pine Brook Partners FFL Partners Harvest Partners |
| Deal Type | IPO |
SEARCH BY
| Category | Private Equity Firm |
|---|---|
| Founded | 1994 |
| Size | Small |
| Type | Sector Focused |
Belvedere Capital is a private equity firm that targets investments in the financial services sector. Specific areas of interest include banks, wealth managers, investment advisories, brokerages, insurance firms, and other related financial service companies. The Firm's can commit and/or mezzanine capital and looks to invest $5 to $40 million per transaction. Belvedere was formed in 1994 and is based in San Francisco. The Firm is in harvest mode and will not be making any new investments or raising a new fund.
| DEAL STATS | # |
|---|---|
| Overall | 5 of 5 |
| Sector: Financial Services M&A | 3 of 3 |
| Type: IPO M&A Deals | 2 of 2 |
| State: Texas M&A | 1 of 1 |
| Country: United States M&A | 5 of 5 |
| Year: 2014 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2012-06-01 |
Professional Business Bank
Pasadena, California, United States Headquartered in Pasadena, California, Professional Business Bank is a pro-business, full-service financial facility created by business owners for business owners throughout Southern California. Through its branch network and seasoned personnel, Professional Business Bank offers personal and business deposit and loan relationships. Professional Business Bank is an operating subsidiary of Belvedere's Southern California organic growth and roll-up platform, Belvedere SoCal. |
Sell | - |
| Category | Private Equity Real Estate |
|---|---|
| Founded | 1980 |
| PE ASSETS | 1.4B USD |
| Size | Large |
| Type | Sector Agnostic |
TRC Capital Partners LLC is a private investment firm. TRC targets control investments in lower middle-market companies as well as real estate development projects. TRC Capital Partners was formed 1980 and is based in Houston, Texas.
| DEAL STATS | # |
|---|---|
| Overall | 1 of 1 |
| Sector: Financial Services M&A | 1 of 1 |
| Type: IPO M&A Deals | 1 of 1 |
| State: Texas M&A | 1 of 1 |
| Country: United States M&A | 1 of 1 |
| Year: 2014 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2007-07-23 |
Cafe Express
Houston, Texas, United States Cafe Express LLC owns and operates full-size, upscale fast-casual restaurants in Texas with emphasis on freshness and flavor infused in Del Grande's modern Southwestern cuisine. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 2006 |
| PE ASSETS | 6.0B USD |
| Size | Mega |
| Type | Sector Focused |
Pine Brook Road Partners is a private equity group focused on growth capital investments in the energy and financial services sectors. Specific areas of interest within the energy sector include exploration, oilfield services, transportation/storage, power generation/distribution/transmission, and biofuel/renewable resources. Specific areas of interest within financial services include insurance, banks, asset management, specialty finance, and servicing/distribution/origination. Pine Brook generally acts as the lead/control investor in newly-formed or established businesses. The Firm has a special interest in 'underappreciated or overlooked' opportunities. Pine Brook Road Partners was formed in 2006 and is based in New York City.
| DEAL STATS | # |
|---|---|
| Overall | 7 of 27 |
| Sector: Financial Services M&A | 2 of 8 |
| Type: IPO M&A Deals | 2 of 5 |
| State: Texas M&A | 5 of 13 |
| Country: United States M&A | 5 of 19 |
| Year: 2014 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2014-07-01 |
High Ground Energy
Calgary, Alberta, Canada High Ground Energy, Inc. is an exploration and production company focused on developing light oil and liquids-rich gas resources. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2014-09-03 |
Kapitus
New York City, New York, United States Kapitus is a provider of financing to a wide range of businesses including retailers, restaurants, hotels, medical professionals, manufacturers, wholesalers and automotive dealers and suppliers. Kapitus is based in New York City, New York. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1997 |
| PE ASSETS | 6.0B USD |
| Size | Mega |
| Type | Sector Focused |
FFL Partners (formerly known as Friedman Fleischer & Lowe) is a private equity group focused on majority and minority investments in North American middle-market companies. Prospective businesses generally have revenues of $30 to $400 million and are valued between $50 and $300 million. Target situations include ownership restructurings in closely-held and family-owned companies, management buyouts, PIPEs, growth equity fundings, take privates, special situations, and recapitalizations. Sectors of interest include outsourced business services, education and training, marketing and media, consumer products, healthcare, and financial services. FFL Partners was formed in 1997 and is based in San Francisco, California.
| DEAL STATS | # |
|---|---|
| Overall | 11 of 32 |
| Sector: Financial Services M&A | 2 of 6 |
| Type: IPO M&A Deals | 4 of 5 |
| State: Texas M&A | 1 of 3 |
| Country: United States M&A | 10 of 30 |
| Year: 2014 M&A | 2 of 3 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2014-05-29 |
SNAP Financial Group
Vancouver, British Columbia, Canada SNAP Financial Group is focused on being a fast, fair & friendly payment solutions partner. The company provides quick approvals, reasonable and responsible interest rates, and supportive customer experience. SNAP was formed in 2006 and is headquartered in Vancouver, British Columbia with additional offices in Toronto, Ontario, and West Des Moines, Iowa. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2014-11-06 |
Icynene-Lapolla
Houston, Texas, United States Icynene-Lapolla is a manufacturer and distributor of spray polyurethane foam insulation products. Contractors install spray foam insulation in walls, ceilings, floors, attics, and hard-to-insulate areas across a diverse set of construction end markets, including new custom residential, new production residential, commercial, remodeling, and specialty non-construction applications. Icynene-Lapolla was founded in 1986 and is based in Houston, Texas. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1981 |
| PE ASSETS | 5.0B USD |
| Size | Mega |
| Type | Sector Agnostic |
Harvest Partners is a Investment firm provides Private Equity and Structured Capital focused on buyout, growth capital, minority position, and non-control investments in middle-market public and private companies. Harvest Partners looks to invest in profitable ($30 to $300 million of EBITDA). Sectors of interest include business services, consumer services, healthcare, industrial services, manufacturing, marketing, building products and distribution companies valued between $100 and $1000 million. The Firm prefers opportunities headquartered in North America. Harvest Partners was formed in 1981 and is based in New York City.
| DEAL STATS | # |
|---|---|
| Overall | 13 of 36 |
| Sector: Financial Services M&A | 1 of 1 |
| Type: IPO M&A Deals | 3 of 4 |
| State: Texas M&A | 3 of 6 |
| Country: United States M&A | 11 of 32 |
| Year: 2014 M&A | 1 of 3 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2014-05-22 |
Athletico Physical Therapy
Oak Brook, Illinois, United States Athletico Physical Therapy is a provider of an orthopedic rehabilitation services to communities, employers and athletes in nearly 400 locations throughout ten states with more than 4500 employees. Athletico Physical Therapy is based in Oak Brook, Illinois. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2014-08-19 |
Document Technologies
Atlanta, Georgia, United States DTI is a privately held legal process outsourcing company in the US serving law firms and corporations. DTI helps its clients accelerate the changes they must make to remain competitive. DTI was founded in 1998 and is based in Atlanta, Georgia. |
Sell | - |
